Freedman Financial Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,854
| Closed | -$808K | – | 222 |
|
|
2022
Q1 | $808K | Buy |
4,854
+600
| +14% | +$99.9K | 0.56% | 26 |
|
|
2021
Q4 | $714K | Hold |
4,254
| – | – | 0.49% | 30 |
|
|
2021
Q3 | $666K | Hold |
4,254
| – | – | 0.49% | 28 |
|
|
2021
Q2 | $675K | Hold |
4,254
| – | – | 0.51% | 28 |
|
|
2021
Q1 | $645K | Hold |
4,254
| – | – | 0.53% | 26 |
|
|
2020
Q4 | $582K | Buy |
+4,254
| New | +$582K | 0.52% | 27 |
|